Integrate Odoo ERP Self Hosted with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Odoo ERP Self Hosted and Salesforce

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About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore Odoo ERP Self Hosted + Salesforce quick connects for faster integration? Here’s our list of the best Odoo ERP Self Hosted + Salesforce quick connects.

Explore quick connects

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Connect Odoo ERP Self Hosted + Salesforce in easier way

It's easy to connect Odoo ERP Self Hosted + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Odoo ERP Self Hosted & Salesforce Integrations Work

  1. Step 1: Choose Odoo ERP Self Hosted as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Odoo ERP Self Hosted to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo ERP Self Hosted and Salesforce

Odoo ERP Self Hosted

Odoo ERP Self Hosted is a business management system which is available as a SaaS or on-premise. It is a cloud-based application which can be used to manage your business effectively and efficiently. Odoo ERP Self Hosted is the best choice for small and medium businesses. The company started in 2003 and was released under an open-source license in 2009. With the help of this software, you can run your business without any hassles. It works as a single source for your business. This software provides full functionality to manage your sales, customer service, manufacturing, accounting, warehouse, inventory, purchase, and other activities.

Salesforce

Salesforce is a cloud application that helps business to deal with their customers. It is the world’s largest independent CRM platform. This site offers a comprehensive range of sputions which can help you to manage your customers, leads, opportunities, cases, accounts and many more. Salesforce provides powerful features to manage your business effectively and efficiently. Many ecommerce websites also use this platform to manage their business well. You can use it as a standalone top or integrate your existing data into it. Salesforce offers several integrations with other tops and platforms so that you can work with ease.

Integration of Odoo ERP Self Hosted and Salesforce

Integration of Odoo ERP Self Hosted and Salesforce enables you to create a high-end spution for your business. This integration allows you to view all your business data within a single dashboard which makes it easy for you to manage your business efficiently. Both applications can be integrated easily and work well with each other to provide better productivity and efficiency. Odoo ERP Self Hosted and Salesforce can be integrated with each other through several methods such as API, Web Services and others. You can also implement this integration by using an automated top such as Appy Pie Connect which will save your time and effort.

Benefits of Integration of Odoo ERP Self Hosted and Salesforce

With the help of Odoo ERP Self Hosted and Salesforce integration, you can get the fplowing benefits:-

You can automate repetitive tasks which make your life easier.

You can find specific information quickly on one single page.

You can handle different actions on one screen which saves your time and effort.

You can perform actions on both system simultaneously. For example, if there is new lead added in Salesforce, the new lead will be automatically added in Odoo ERP Self Hosted too.

You can get real-time data on one single page which will help you to work efficiently.

Odoo ERP Self Hosted and Salesforce are two powerful applications which can help you to keep your business up-to-date, efficient and effective. With the help of integration between Odoo ERP Self Hosted and Salesforce, you can get many benefits such as automation of repetitive tasks, easy access to real-time data on one page, communication between multiple systems on one screen etc. If you want to get these benefits then you must integrate Odoo ERP Self Hosted and Salesforce together for your business.

The process to integrate Odoo ERP Self Hosted and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm